Portal Update 3.0.2.7

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  •  Added: Scheduler(s) now open in a popup window, so they don't cover the main options


  •  Added: Find Quote: Can now filter by both job name and customer name under additional filters


  • Added: Find Job: Can now filter by both job name and customer name under additional filters

 

  • Added: Field Tickets: Can now filter by both job name and customer name under additional filters

 

  • Added Create Invoices: Can now add add'l invoice notes before creating the invoice

 

Added: Reports -> CP Books or A/R -> Aging History By Customer: Notes Report button / option


  • Added: User Preferences: Can now define branch groupings


• Fixed: Horizontal Scheduler: WO Details getting covered up by times if you have less than 3 techs

• Fixed: Aging History By Customer not refreshing after you added a note so note wasn't always showing up immediately

• Fixed: Aging History By Customer not showing the aging colors correctly after you sorted a column

• Fixed: Rare rounding issue when pricing a task with tax that caused it to be off by a penny

• Fixed: Text Areas (big text boxes) losing focus after typing 1 character in some scenarios

• Fixed: Create Invoices: Not automatically marking emailed invoices as sent to the customer

• Other minor fixes